This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

J04 - Pension Funding Options (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

MAQ - Mortgage Advice Qualification (CII)

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

CeRER - Certificate in Regulated Equity Release (LIBF)

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

R03 - Personal Taxation (CII)

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

R04 - Pensions and Retirement Planning (CII)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

R05 - Financial Protection (CII)

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

Alex De Silva & Co are established financial planners with decades of collective experience. We offer a no obligation consultation to ascertain your financial goals, in order to help you realise these aims now and in the future.

You can be assured of a professional & friendly service at all times.

Your home may be repossessed if you do no keep up repayments on your mortgage.

Our services

Alex De Silva & Co are independent financial advisors & mortgage brokers who excel in all areas of financial planning.

We are especially good at arranging mortgages for the self employed and those who have multiple property portfolios.

Legal information

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it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.Any decision to transact business is made by you on the basis of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Once you’ve sent your enquiry you can expect a response within 48 hours.
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adviser nearby, so please include as much detail as you can in your enquiry.